+2,723.0%
VRT vs DAR
+224.2%
+2,498.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.9% | +5.2% | +4.7% |
| 7D | +9.1% | +1.4% | +7.8% | +8.4% |
| 30D | +0.9% | +12.8% | -11.9% | -4.0% |
| 3M | -13.4% | +7.4% | -20.7% | -16.4% |
| 6M | +11.7% | +22.3% | -10.6% | +2.1% |
| YTD | +73.2% | +81.1% | -7.9% | +36.6% |
| 1Y | +123.4% | +106.5% | +16.9% | +65.7% |
| 3Y | +606.2% | +5.3% | +600.9% | +550.9% |
| 5Y | +899.9% | -11.5% | +911.4% | +866.8% |
| All | +2,723.0% | +224.2% | +2,498.9% | +1,272.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling